Minor change to Automatching wildcards to allow multiple contains and does not contains.

Workbook structure updated to allow for version 8.1 restructure. All older workbooks from version 7.1 will need to be Manually converted to work with this latest version. Refer to the Workbook Conversion help topic in the application Help Contents for more details.

Windows and Mac OS X version bundled with latest Java Run Time files.

Build 8.1.170101

Restructure of the graphical interface to allow for touch screen input and automatic screen scaling.

Restructure of the internal working code to allow for future porting to mobile platforms including Android and IOS.

Restructure of the workbooks to allow for future mobile platform support.

Mac OS X improvements to screen size automatically restoring each time the software is started.

Improvements to Open Sample Workbook option when source files have been moved.

Build 7.1.151112

Option to link multiple offset accounts to a single loan added to the Loan Account Maintenance Screen.

Open Last Workbook on Startup now displays a help message and instructions if the workbook has been moved and cannot be found.

Workbook structure updated to allow for multiple offset accounts. All older workbooks will be automatically converted to work with this latest version. Refer to the Workbook Conversions help topic in the application Help Contents for more details.

Build 7.1.150311

Compatibility upgrade to allow all versions to work with Oracle Java 8.

Mac OS X version will work with both Apple Java (up to version 6) and Oracle Java (versions 7 and 8).

Build 7.1.130628

Summary Payout Plan and Detailed Payout Plan now allow goals to be entered as Target Loan Term (years), Pay Off Loan By (date), or Reduce Loan By (years).

Increase Repayments Report now has the option to instantly show the savings that can be made by paying monthly repayments in Weekly or Fortnightly/Biweekly instalments.

Interest Checker Report now displays interest calculation tooltip notes for all interest charges (not just errors) when clicking on the Difference column.

Interest Checker Report tooltip notes now display additional information on the interest calculations, including when offset accounts balances are negative, when offset account interest is capped due to the loan balance, when penalty rates have been applied, and when loan balances are positive.

Planning Reports layout modified and a new Loan Details section added to all reports.

When adding a new statement, the reporting year automatically defaults to the year of the end date, making it quicker to enter statements.

Statement Opening Balance option added to all accounts allowing opening and closing balances to automatically stay in synch. This allows the impact of changes to transactions in one statement to ripple through all later statements without having to make manual changes. By default this option is switched on for all new accounts created in the software.

Loan Positive Balances option added to loan accounts allowing positive loan balances to be entered if required. By default this option is switched off for all new accounts created in the software.

Interest Rate on Positive Balances option added to the interest rate maintenance screens. By default this rate is 0% for all account.

Sample Workbook now treated as read only so that can no longer be saved in the default location (previously causing some problems on Windows 7). You can still use Save As to save a copy of the sample workbook in another location.

Yearly Totals, Yearly Comparison and Statement Comparison reports now include the option to display the results in a chart.

Build 7.1.101214

Import Wizard settings are now saved at the account level, allowing the software to remember the last file format used for each account. It is recommended that clients using multiple banks, or using multiple CSV file layouts, upgrade to this latest version of the software.

Workbook structure updated to allow for new import wizard settings at account level. All older workbooks will be automatically converted to work with this latest version. Refer to the Workbook Conversions help topic in the application Help Contents for more details.

Build 7.1.101029

Yearly Total and Yearly Comparison Reports now contain the Include All Accounts option, the year defaults to the newest year in the list, and the sort order now matches the statement view sort order.

Watch the Getting Started Video option added to the Help menu.

Minor fix to the Import Wizard to check default column selections when not enough columns in the file.

Build 7.1.100731

Several minor Windows 7 issues fixed with the latest set of Java Runtime files. It is recommended that all Windows 7 users upgrade to this latest version of the software.

Updated sample workbook, sample .csv file and help topics.

Improved charting process.

Build 7.1.100616

Set Password option added to the File menu.

Screen size automatically restored each time the software is started.

New icons for all menu and toolbar items.

Improved start up process.

Build 7.1.100412

Summary Payout Plan, Increase Repayments Report, Detailed Payout Plan and Interest Rate Rise Report now include the option to display the results in a chart.

Quick Start Installing and Running instructions (for Windows, Mac and Unix / Linux) added to Help and Troubleshooting file available in the installation directory.

Build 4.1.070312

Windows versions bundled with updated Java Runtime files. This new bundle addresses several Windows Vista issues, and it is recommended that all Windows Vista users upgrade to this latest version of the software to pick up the newer Java Runtime files.

Mac OS X Look and Feel issues with the Report and Table headers now resolved.

Transaction Data Entry screen now provides the expected balance and error amount when transactions are created and edited. A short-cut button allows the estimate to be used as the transaction balance.

Added Estimated Difference column to the Balance Checker Report. Removed the Estimated Balance and Estimated Difference columns from the main Transaction View Screen (balances with errors are now highlighted).

Double-Clicking on a balance error in the main Transaction View Screen automatically opens the Balance Checker report.

Number of Decimal Places for Percentages option added to User Options (defaults to 3 decimal places).

Import Transaction Wizard enhanced to set the Sort Order on imported transactions (raw import file must be in date order, ascending or descending).

Import Transaction Wizard enhanced to calculate balances where not available in the raw file (raw import file must be in date order, ascending or descending).

Minor layout changes to the Tip Of The Day screen.

Minor Fix to all tables so that default behaviour for right-click selects a row and displays the popup menu (previously just displayed the popup).

Build 1.1.060706

Added Bi-Weekly Mortgage Payment Frequency to Reports.

Minor changes to the rounding rules in the Balance Checker, Interest Checker and Refund Calculator Reports.

Implemented work-around for unexpected java.lang.NullPointerException due to Sun Java Bug (ID:6342514) in the Look and Feel on some Windows XP configurations.

Build 1.1.060110

Added Print and Print Preview functionality.

Default value for the Interest Days In Year (on new accounts) changed to 365 days.

Minor Fix to the context Help buttons on all reports.

Build 1.1.050623

Added the loan Summary view. This page displays a summary of the loan, a summary payout plan and the report launcher.

Renamed the account Opening Balance to Loan Amount, and Start Date to Loan Date. Refer to Help topic Loan Balances for an explanation of the changes.

Interest Rate Checker fix. Prior to the fix, daylight saving could cause a day to be missed in the interest calculations.

Minor Fixes to Payout Plan and Daily Interest Report.

Internal structure of workbooks changed to cater for new loan Summary view. Refer to the Workbook Conversions help topic in the application Help Contents for more details.

Build 1.1.050612

New icon set added to navigation buttons.

Added Option to run Auto-Matching tool automatically after import wizard completes (if account has more than one statement).

Added Option to switch from an Offset Account to the Loan Account when running a report only designed for Loan Accounts.

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